The Financial Information Services Division (FISD) of the Software & Information Industry Association has appointed Paula Hardy as program director. Joining FISD after 13 years at Lehman Brothers, where she was most recently vice president for contracts and vendor management, Hardy started at FISD on January 8 and is based in Washington, DC.
The 2018 regulatory agenda is probably the most onerous ever faced by financial institutions, with everything from Markets in Financial Instruments Directive II (MiFID II) to Markets in Financial Instruments Regulation (MiFIR), General Data Protection Regulation (GDPR), Packaged Retail and Insurance based Investment Products (PRIIPs) and Benchmarks Regulation coming into play. Add the January 2019 deadline...
FactSet has teamed up with AI software specialist CID to build a joint data lake for the financial services industry. The data lake merges unstructured public web content with FactSet’s structured content sets, along with optional third-party and client content, into vast entity relationship graphs. The aim of the multi-year collaboration is to provide FactSet...
Now in its 9th year, the Eagle Alpha Alternative Data Conference managed by A-Team Group, is the premier content forum and networking event for investment firms and hedge funds.
Client onboarding is central to the success of banks, yet it continues to present challenges and the benefits of getting it right are difficult to achieve. The challenges arise from siloed systems, manual processes and poor entity data quality. The potential benefits of successful implementation include excellent client experience, improved client acquisition and loyalty, new business opportunities, reductions in costs, competitive advantage, and confidence in compliance.
